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Budget & Cost Management

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Application for Payment - Detailed Items Column Totals

In the Applications for Payment module can we get a total for the Detailed Items Columns so that we can see the totals as we are building the Schedule of Values or entering the Work This Invoice Values.
Jennifer Dickman 10 months ago in PS Web App & Platform / Budget & Cost Management 0

Warn users before unlocking "Budget Group Lookups" at the project level

I recently unlocked "Budget Group Lookups" at the "project" level by accident. I immediately tried to re-lock so that the project will inherit from the portfolio settings, but I get an error message saying "The Budget Group cannot be locked becaus...
Guest 16 days ago in PS Web App & Platform / Budget & Cost Management 0

Lock pdfs after signatures added

After using the Fill and Sign options on a document to add a signature, if any user downloads the pdf, all editing is allowed, which enables a user the ability to change the content of the document. If any user adds their signature using the Fill ...
Mercedes Green 6 months ago in PS Web App & Platform / Budget & Cost Management 0

Add subcontract and purchase order dollar amount threshold approval functionality.

Add functionality to allow subcontract and purchase order approval levels/workflow, specifically to include dollar amount thresholds, i.e., any subcontract over a certain dollar amount requires approval by certain individuals.
Tim McNally 4 months ago in PS Web App & Platform / Budget & Cost Management 0

UOM Field

Can you make the UOM field in all BCM forms a Lookup List rather than a Text Field? When people are not consistent in how they key in the UOM in ProjectSight it errors out on integrations. Making this a lookup list ensures consistency and less err...
Ricci Stevens over 1 year ago in PS Web App & Platform / Budget & Cost Management 0 Likely to implement

Create a, "Date Submitted" field, in the PCO Module

In the PCO Module, it would be very beneficial to have a "Date Submitted" field to help track the PCO proccesses. With this field, you can also create more accurate PCO logs to track when a PCO was created, when the PCO was submitted to the Owner,...
Jakeb Moon almost 4 years ago in PS Web App & Platform / Budget & Cost Management 0 Future consideration

Prime Contract Change Order - Void Amount when status is set to Rejected

Currently the status of a Prime Contract Change Order has no connection to the amount of the PCCO. So if the status is marked as Rejected but the PCOs are not removed, the CO amount will still affect the Revised Contract Total. It would be great i...
Hunter Dickerson over 1 year ago in PS Web App & Platform / Budget & Cost Management 0

Add option to sort PCOs numerically

The Number in Potential Change Orders (PCOs) currently treats the numbers as letters and sorts alphabetically. It would be beneficial to sort numerically. Drawings has the sort options to sort either way for numbers. In the attached picture from D...
Tonya Overstreet over 2 years ago in PS Web App & Platform / Budget & Cost Management 0

Please Split Contracts and Subcontracts into Separate Records

Currently Subcontracts and Prime Contracts are in the same module. These types of contracts have very different requirements since one is dealt with by Owners and is Revenue and the other by Trades and are costs. They share the same sharing permis...
Mercedes Green 4 months ago in PS Web App & Platform / Budget & Cost Management 0

Adding the ability to export the Budget Items Transaction Summary from the Budget Tab to show all costs incurred to each Budget Code.

By adding the function of exporting the Budget Item Transaction Summary when clicking on each budget code in the Budget tab, we will be able to monitor funds moving in and out of the budget code more effectively. This will be beneficial when track...
Guest 3 months ago in PS Web App & Platform / Budget & Cost Management 0

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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